Perigon Wealth Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
3,740
+228
| +6% | +$18.2K | 0.01% | 841 |
|
|
2025
Q1 | $243K | Sell |
3,512
-7,402
| -68% | -$511K | 0.01% | 889 |
|
|
2024
Q4 | $1.16M | Buy |
+10,914
| New | +$1.16M | 0.03% | 415 |
|
|
2021
Q1 | – | Sell |
-1,573
| Closed | -$68K | – | 988 |
|
|
2020
Q4 | $68K | Buy |
+1,573
| New | +$68K | 0.01% | 646 |
|
|
2018
Q2 | – | Sell |
-1,470
| Closed | -$102K | – | 565 |
|
|
2018
Q1 | $102K | Hold |
1,470
| – | – | 0.04% | 229 |
|
|
2017
Q4 | $99K | Hold |
1,470
| – | – | 0.04% | 200 |
|
|
2017
Q3 | $89K | Hold |
1,470
| – | – | 0.03% | 269 |
|
|
2017
Q2 | $111K | Hold |
1,470
| – | – | 0.02% | 294 |
|
|
2017
Q1 | $104K | Hold |
1,470
| – | – | 0.02% | 299 |
|
|
2016
Q4 | $111K | Hold |
1,470
| – | – | 0.02% | 278 |
|
|
2016
Q3 | $77K | Hold |
1,470
| – | – | 0.02% | 264 |
|
|
2016
Q2 | $60K | Buy |
1,470
+120
| +9% | +$4.9K | 0.02% | 263 |
|
|
2016
Q1 | $81K | Buy |
+1,350
| New | +$81K | 0.03% | 170 |
|